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Financial Analyst

Financial Technology Partners

This is a Full-time position in New York, NY posted November 17, 2021.

Title: Financial Analyst

Company Description: Financial Technology Partners (aka “FT Partners”) is the only investment banking firm focused exclusively on the financial technology sector.

We broadly define the sector as the dynamic convergence of technology-based solutions and financial services.

FT Partners was recently recognized as “Dealmaker of the Year” and “Investment Banking Firm of the Year” by The M&A Advisor.

The firm was founded by Steve McLaughlin, Managing Partner, formerly a senior investment banker in Goldman Sachs & Co.’s Financial Technology Group and Financial Institutions Group in New York and San Francisco.

The firm’s Founder and senior bankers are all highly experienced investment bankers formerly with the financial technology, M&A and investment banking groups of Goldman Sachs & Co in New York, San Francisco, London and Los Angeles.

Key Responsibilities: 

In this role, you will:

  • Manage revenue forecasting based on project activity and contracted fee agreements
  • Manage invoicing:
    • Recurring invoicing for retainers and expense reimbursement
    • Final invoices for transaction fees
    • Coordinate internal resources for invoice calculation, timing/delivery of invoices, and document retention
    • Develop invoicing checklist
  • Maintain tracking databases for:
    • Prior/in process/anticipated invoice workflow
    • Contingent fees billed in the future
    • Monitoring tail periods and applying provisions
  • Handle all collections in a timely manner, manage past due clients to payment, and forecast cash collections
  • Establish and maintain collaborative working relationships with senior investment bankers
  • Optimize workflows using automation
  • Learn a significant amount about the “ins and outs” of a boutique investment bank, gaining significant exposure to clients and senior executives at FT Partners and the financial technology industry
  • Assist with special projects and analysis, as needed

Qualifications

  • Graduate of an accredited 4-year university with a major in accounting or finance
  • 1-3 years of relevant work experience in accounting or FP&A
  • Understanding of GAAP Revenue, invoicing, and collections/retention valued
  • Exceptional attention to detail and organizational skills
  • Ability to work cross-functionally
  • Interest in finance, revenue forecasting and pipeline management
  • Superb verbal communication and Microsoft Excel skills
  • Strong work ethic and a drive for excellence
  • Team player, self-motivated, and entrepreneurial
  • Permanent U.S.

    work authorization required